MFG
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Merit Financial Group’s Spotify SPOT Stock Holding History

Merit Financial Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86M Sell
3,841
-623
-14% -$313K 0.01% 706
2025
Q4 		$2.59M Sell
4,464
-390
-8% -$244K 0.02% 543
2025
Q3 		$3.39M Buy
4,854
+227
+5% +$159K 0.03% 410
2025
Q2 		$3.55M Buy
4,627
+447
+11% +$287K 0.04% 355
2025
Q1 		$2.3M Buy
4,180
+932
+29% +$521K 0.03% 383
2024
Q4 		$1.45M Buy
3,248
+2,303
+244% +$986K 0.03% 418
2024
Q3 		$348K Sell
945
-764
-45% -$254K 0.01% 639
2024
Q2 		$536K Buy
1,709
+6
+0.4% +$1.81K 0.01% 565
2024
Q1 		$504K Sell
1,703
-797
-32% -$187K 0.01% 568
2023
Q4 		$470K Buy
+2,500
New +$437K 0.01% 511
2023
Q3 		– Sell
-1,501
Closed -$241K – 784
2023
Q2 		$241K Buy
+1,501
New +$218K 0.01% 655

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return